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Moxtra Powering OneStop Client App for Wealth Management from Moxtra
Provides secure, compliant mobile collaboration for wealth advisors. Features include encrypted chat, e-signatures, secure document sharing, notifications, biometric authentication, and audit logging, all within branded mobile apps.
Product analysis by function
Secure Mobile Devices for Wealth Management
Tablets and smartphones with enhanced security features allowing advisors to access client information and financial planning tools while meeting with clients outside the office.
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Authentication & Access Control
(5 Yes /5 Known /13 Possible features)
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Multi-Factor Authentication (MFA) Requires users to provide multiple forms of identification before granting access. |
Product explicitly lists biometric authentication (e.g. fingerprint or face) among key features. | |
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Biometric Authentication Supports authentication via fingerprint, facial recognition, or iris scanning. |
. | No information available |
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Single Sign-On (SSO) Allows users to use one set of login credentials across multiple related systems. |
Platform provides branded workspace and supports integrations; likely SSO but should confirm with vendor documentation. | |
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Role-Based Access Control (RBAC) Grants access based on user roles, limiting exposure to sensitive features and data. |
Role-based permissions and access controls are outlined in Moxtra documentation and marketing. | |
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Time-based Access Restrictions Restricts platform access to set periods for added security and oversight. |
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Geofencing Limits platform access to predefined geographic locations. |
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Session Timeout Automatically logs out users after a period of inactivity. |
. | No information available |
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Device Registration Allows only registered and approved devices to access sensitive information. |
. | No information available |
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Jailbreak/Root Detection Detects devices with compromised operating systems and restricts access. |
. | No information available |
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Remote Lock/Wipe Ability to lock or erase device data remotely if lost or stolen. |
. | No information available |
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Customizable Password Policies Enforces complexity and frequency rules for password creation and updates. |
References to customizable security policies and password enforcement in app admin console documentation. | |
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User Activity Logging Tracks user actions on the platform for accountability and investigation. |
Audit logging and user activity tracking are highlighted as compliance features. | |
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Access Approval Workflow Requires admin approval before granting user or device access. |
. | No information available |
Data Encryption & Privacy
(6 Yes /6 Known /11 Possible features)
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End-to-End Encryption Encrypts data at rest and in transit between devices and servers. |
End-to-end encryption in chat, calls, and file sharing is explicitly stated. | |
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On-Device Data Encryption Secures stored data locally on the mobile device using encryption. |
. | No information available |
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Secure Backup Backs up data securely in compliance with privacy standards. |
Product features include secure backup and compliance-readiness messaging. | |
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Encrypted Communications Ensures all messaging, calls, and file transfers are encrypted. |
Encrypted communications listed for messaging, calls, and file transfers. | |
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Secure Key Management Safeguards encryption keys with restricted access and best practices. |
. | No information available |
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Data Masking Masks sensitive financial data displayed on screens to prevent exposure. |
. | No information available |
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Granular Encryption Levels Allows different levels of encryption for different data types. |
. | No information available |
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Privacy Policy Transparency Displays clear information about data collection, use, and sharing. |
Privacy policy transparency is referenced in compliance and regulatory readiness narratives. | |
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Compliance with GDPR/CCPA Adheres to data privacy regulations such as GDPR or CCPA. |
Compliance with GDPR and global privacy regulations is a key marketing message. | |
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Audit Logging Maintains logs of all access and changes to client data for auditing. |
Audit logging is frequently mentioned as an option for compliance and investigations. | |
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Secure Cache Management Automatically clears or encrypts application cache to prevent data leaks. |
. | No information available |
Mobile Device Management (MDM) & Security Monitoring
(2 Yes /2 Known /11 Possible features)
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MDM Integration Offers compatibility with leading MDM solutions for device oversight. |
. | No information available |
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Device Inventory Tracking Tracks all approved devices accessing financial systems. |
Device management, tracking, and security is available for controlled environments. | |
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App Whitelisting/Blacklisting Prevents installation or use of non-approved applications. |
Admin controls for application whitelisting/blacklisting referenced in feature documentation. | |
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Mobile Threat Detection Continuously monitors for malware, phishing, or other threats. |
. | No information available |
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Patch & Update Management Ensures devices and apps are running the latest secure versions. |
. | No information available |
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VPN Enforcement Requires VPN connections for external or remote access. |
No information available | |
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Compliance Reporting Generates reports on device compliance with security policies. |
. | No information available |
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Remote Configuration Centrally manages security settings and configurations across devices. |
. | No information available |
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Lost Device Tracking Allows real-time location and status tracking of lost devices. |
. | No information available |
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Security Incident Alerts Automatically notifies administrators of security breaches or risks. |
. | No information available |
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Usage Analytics Provides analytics on device engagement and usage by advisors. |
. | No information available |
User Experience & Interface
(7 Yes /7 Known /11 Possible features)
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Intuitive Navigation Easy-to-use interface for advisors and clients. |
Product designed around easy and seamless advisor/client collaboration and workflows. | |
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Customizable Dashboard Allows users to personalize information and shortcuts. |
Customizable and branded client portals allow dashboard personalization. | |
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Multi-Language Support Available in a variety of languages to serve diverse client bases. |
. | No information available |
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Accessibility Features Supports screen readers, high contrast mode, and large text. |
. | No information available |
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Offline Mode Limited functionality without network connection for emergencies. |
. | No information available |
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In-App Notifications Provides timely alerts and updates to users inside the app. |
Product marketing and support docs reference rich in-app notifications. | |
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Seamless Document Upload/Download Secure and easy handling of financial documents. |
Seamless, secure document upload, download, and e-Signature is a core value proposition. | |
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Dedicated Client/Advisor Portal Separate portal areas for advisors and clients with tailored functions. |
Dedicated portals for advisors and clients with specialized functions are highlighted in solution architecture. | |
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Voice Assistant Integration Integrates with voice assistants for hands-free operation. |
. | No information available |
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Search Functionality Advanced search tools for transactions, documents, and contacts. |
Platform includes advanced search for conversations and documents. | |
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Responsive Design Adapts interface for phones, tablets, and different screen sizes. |
Responsive mobile and web interfaces are a selling point for the platform. |
Transaction Security & Control
(3 Yes /3 Known /10 Possible features)
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Transaction Approvals Requires one or more approvals before large or sensitive transactions proceed. |
No information available | |
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Real-Time Transaction Monitoring Monitors and flags potentially suspicious activity as it happens. |
Real-time monitoring of interactions and workflows is supported by activity logs and alerts. | |
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Limits on Transaction Amounts Configurable maximums for transactions approved via mobile. |
. | No information available |
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Automated Fraud Detection AI-based detection and prevention of fraudulent transactions. |
. | No information available |
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Transaction Notifications Instant alerts for every transaction initiated or completed. |
Automated, instant notifications of important events/transactions integral to the app. | |
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Dual Authorization Two users must independently authorize critical transactions. |
. | No information available |
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Audit Trail of Transactions Comprehensive log of all transaction details and authorizations. |
Full audit trails are highlighted as part of regulatory and compliance features. | |
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Regulatory Compliance Checks Automated screening of transactions for regulatory compliance. |
. | No information available |
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Transaction Reversal Tools Ability to reverse incorrect or fraudulent transactions swiftly. |
. | No information available |
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User Permissions for Transaction Types Administrator control to restrict types of transactions by user. |
. | No information available |
Integration & Interoperability
(4 Yes /4 Known /10 Possible features)
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API Access Robust, secure API for integrating with other platforms and services. |
API integrations for CRM, storage, and e-signature are described; API access is a key extensibility feature. | |
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Data Import/Export Allows seamless transfer of financial information to and from other systems. |
Secure and seamless data import/export is referenced in technical documentation. | |
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CRM Integration Integrates with Client Relationship Management software. |
CRM integration (e.g. Salesforce) is promoted as part of the solution ecosystem. | |
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Portfolio Management Integration Works with third-party portfolio management and analytics tools. |
. | No information available |
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Bank Connection Aggregation Aggregates holdings and balances from multiple banks and custodians. |
. | No information available |
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Document Management Integration Connects with document storage and e-signature platforms. |
Document management and e-signature integration (e.g. DocuSign) is explicitly listed on product page. | |
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Secure Open Banking Support Supports open banking APIs with OAuth2 and PSD2 compliance. |
. | No information available |
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Alerting System Integrations Can send alerts to external monitoring and support systems. |
. | No information available |
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App Marketplace Compatibility Supports plug-ins and third-party apps from curated marketplaces. |
. | No information available |
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Single Data Format Standardization Uses open standards for financial data for easier interoperability. |
. | No information available |
Audit, Reporting & Compliance
(1 Yes /1 Known /10 Possible features)
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Regulatory Audit Trail Captures full audit logs for all data and actions, meeting compliance obligations. |
. | No information available |
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Real-Time Compliance Alerts Instantly flags actions or transactions that may breach compliance rules. |
. | No information available |
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Scheduled Compliance Reporting Automatically generates and distributes compliance reports. |
. | No information available |
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Role-Based Compliance Controls Compliance checks vary based on user roles and access. |
. | No information available |
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e-Discovery Support Facilitates discovery of electronic records for legal/audit review. |
Audit, archiving, and e-discovery tools for legal/compliance outlined as part of communication archiving. | |
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Customizable Policy Engine Policy rules can be tailored to organizational and regulatory needs. |
. | No information available |
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Conflict of Interest Monitoring Detects and reports potential advisor conflicts. |
No information available | |
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Transaction Reporting Standards Supports formats (e.g., SWIFT, FIX) required for external reporting. |
. | No information available |
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Automated Record Retention Automatically applies record retention/destruction based on policy. |
. | No information available |
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Data Residency Awareness Ensures data is stored in approved jurisdictions. |
. | No information available |
Collaboration & Communication
(6 Yes /6 Known /10 Possible features)
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Secure In-App Messaging Enables end-to-end encrypted communication between users. |
. | No information available |
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Document Sharing and Signatures Securely share, collaborate and sign important documents. |
Secure document sharing and e-signature are repeatedly cited as differentiators. | |
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Client Scheduling Tools Integrates calendars and scheduling for advisor-client meetings. |
. | No information available |
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Group Chat Capability Supports group discussions among teams or family members. |
Group chat capability (advisory teams, family office) is a native function. | |
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Push Notification Channel Provides immediate client/advisor updates and reminders. |
Push-style alerts for events and updates outlined in user interface documentation. | |
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Voice and Video Communication Enables secure audio and video calls through the app. |
Video, voice, and text communications secured and managed in the platform. | |
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Audit Logging of Communications Maintains logs for all advisor-client communications for compliance. |
Audit logging of communications is marketed as a compliance benefit, with logs accessible to admin/compliance team. | |
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Conversation Archival and Search Archives all chat and call transcripts and allows keyword searching. |
Archival and search for conversations is available for both users and compliance overseers. | |
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Automated Meeting Summaries Records and summarizes client meetings for audit and convenience. |
. | No information available |
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Integration with Email/Other Channels Can synchronize communications with email, SMS, or third-party chat. |
. | No information available |
Platform Reliability & Performance
(6 Yes /6 Known /10 Possible features)
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99.99% Uptime SLA Guaranteed uptime or availability level for the application. |
. | No information available |
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Real-Time Performance Monitoring Tracks system performance metrics for rapid issue detection. |
System health, uptime, and admin alerts referenced in platform reliability/ops messaging. | |
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Scalability Supports growing users or device numbers without service degradation. |
Cloud-based architecture with claims of scaling for global, high volume advisor enterprises. | |
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Load Balancing Balances traffic across servers for optimal responsiveness. |
Load balancing referenced in technical overview for enterprise deployment. | |
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Disaster Recovery Plan Comprehensive plan and backup for service continuity after outage. |
Disaster recovery and backup are referenced as part of business continuity and compliance. | |
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Auto Failover Seamlessly switches users to backup systems in case of primary failure. |
. | No information available |
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Response Time Average time for screen or transaction to load/process. |
. | No information available |
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Regular Maintenance Scheduling Planned maintenance that does not interrupt critical user activity. |
Maintenance scheduling for cloud platform minimizes interruption for client users; documented in service-level commitments. | |
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Bug Reporting & Resolution SLA Defined timelines for responding to and fixing reported bugs. |
. | No information available |
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User Feedback Loop Allows real users to report issues and suggest improvements. |
User feedback, reporting, and improvement loops are available to all customers as a standard part of service. |
Deployment, Support, and Training
(8 Yes /8 Known /10 Possible features)
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Guided Onboarding Step-by-step instructions for initial setup for users and administrators. |
Onboarding guidance (client and admin) is embedded in UI and through support resources. | |
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In-App Tutorials & Help Embedded resources to assist new or returning users. |
In-app help, walkthroughs, and tutorials are standard for both mobile and web users. | |
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24/7 Help Desk Support Continuous support by phone, chat, or web. |
Product offers true 24/7 support via multiple channels per documentation. | |
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Knowledge Base Online repository of FAQs, guides and troubleshooting tips. |
Knowledge base is referenced as a core self-service portal for all users. | |
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Dedicated Account Manager Assigned specialist for organizational needs and issue escalation. |
. | No information available |
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Flexible Deployment Options Supports cloud, on-premises, or hybrid deployment models. |
Cloud, private cloud, and hybrid deployment models supported for enterprise customers. | |
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User Role Training Programs Custom training by user function (advisor, admin, client). |
. | No information available |
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API Documentation Complete documentation for developers integrating the platform. |
API documentation for developers is available for integrations and workflow automation. | |
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Test/Sandbox Environment Safe environment for testing new features/configurations. |
Test/sandbox environment is provided to enterprise clients for setup/testing. | |
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Feedback & Feature Request System Enables users to submit suggestions and requests for enhancements. |
Feedback and feature request portal is available to enterprise and business users for ongoing improvements. |
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